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Tami Taylor profile image

Tami Taylor

EVP, Chief Financial Officer at Western Sun Federal Credit Union
Intro Book
Seasoned finance professional with expertise in commercial lending, credit analysis, and risk management.
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Location
Tulsa, Oklahoma, United States, US
Skills
  • Commercial Lending
  • Credit Analysis
  • Banking
  • Small Business Lending
  • Lines Of Credit
  • Show all
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Bio

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Topline AI
Tami Taylor is a seasoned finance professional with extensive experience in commercial lending, credit analysis, and risk management. She has held various leadership positions, including EVP, Chief Financial Officer at Western Sun Federal Credit Union, and has managed teams, led internal controls programs, and prepared regulatory reports. Tami holds a Bachelor of Business Administration degree from Northeastern State University and an Associate's degree from Tulsa Community College.

Credentials

  • Excel: Power Pivot for Beginners
    LinkedIn
    Jun, 2020
    - Apr, 2026

Experience

  • Western Sun Federal Credit Union
    • Broken Arrow, Oklahoma, United States
    • EVP, Chief Financial Officer
      • Jan 2022 - Present
      • Broken Arrow, Oklahoma, United States

  • Mabrey Bank
    • Bixby, Oklahoma, United States
    • Vice President Accounting Manager
      • Dec 2020 - Dec 2021
      • Bixby, Oklahoma, United States

      Manage team of 4 accountants, accounts payable, reconciliations, fixed assets and financial/regulatory reporting.

  • AVB Bank
    • United States
    • Banking
    • 1 - 100 Employee
    • Senior Accountant AVP
      • Aug 2019 - Dec 2020

      General Ledger: entries, bank reconciliations, back up month end close/prepare statementsReporting: Regulatory reporting for FDIC, Federal Reserve and IRSALM/Liquidity: Prepare and present specialized reports, daily liquidity-approval authorityVendor Management: Coordinate the departmentReport Writing: Coordinate/write the reoccurring and ad hoc reports utilizing IBM-COGNOS 11

    • Internal Control Officer AVP
      • Feb 2014 - Aug 2019

      Managed the Oklahoma State mandated internal controls program, vendor management and Enterprise Risk Management. Backed up bank reconciliations and daily liquidity position. Served on Audit Committee, IT Committee, DR/BC Committee and Process Committee.

    • AVP Commerical Lending Officer
      • Sep 2012 - Feb 2014

    • Credit Administration Officer/Credit Analyst
      • Apr 2009 - Sep 2012

  • Home National Bank
    • Tulsa, Oklahoma Area
    • Credit Analyst
      • Jun 2007 - Apr 2009
      • Tulsa, Oklahoma Area

      Analyzed commercial real estate credits, writing memos and completing stress tests in multiple states during the real estate downturn of 2008.

  • Community Bank & Trust
    • Tulsa, Oklahoma, United States
    • Credit Analyst/Loan Review
      • Aug 2006 - Jun 2007
      • Tulsa, Oklahoma, United States

      Prepared credit memos and annual loan reviews for small to medium size loans.

  • Robert Taylor CPA
    • Tulsa, Oklahoma, United States
    • Accountant Office Manager
      • Dec 2005 - Aug 2006
      • Tulsa, Oklahoma, United States

      Compiled financial statements. Client A/P, A/R, payroll with payroll taxes, sales tax reporting. Tax returns: Individual and CorporateQuickBooks ProAdvisor

  • Henthorn and Associates
    • Tulsa, Oklahoma, United States
    • Staff Accountant
      • Jan 2004 - Dec 2005
      • Tulsa, Oklahoma, United States

      Compiled financial statements for small business plus provided full charge bookkeeping services and tax return preparation.

Education

  • 2012 -
    ABA National Com'l Lending School
  • Northeastern State University
    Bachelor of Business Administration (BBA), Accounting and Finance
  • Tulsa Community College
    Associates, Business

Suggested Services

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Industry Focus. “Financial Services”

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